Will bumpy inflation figures defer the interest rate cuts markets hope for?
Path towards the 2% target is more turbulent than many expected
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Central Banks
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‘No longer in need of life support’: Industry reacts to Japan’s first rate hike in 17 years
Move seen as ‘extremely significant’ for global markets
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Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
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Economist Trevor Williams: ‘Only a matter of time’ before central banks start cutting rates
The risk of a UK recession and an ‘outright fall’ in inflation is growing
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LSEG Lipper’s John: Have interest rates finally peaked?
With inflation proving stickier than expected, Lipper’s research head considers the likely path ahead for monetary policy
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Saxo CEO hits out at monetary policy ‘wrecking ball’
He has been reflecting on a ‘highly damaging era’
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Rising bond yields: A one-off adjustment, or a warning light for investors?
Bond markets are preparing for ‘higher for longer’ interest rates despite falling inflation
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Payden & Rygel’s Jenkins: ‘Significant economic slowdown’ to hit ‘sooner or later’
Global interest rate rises of this magnitude have never been seen before, according to the Payden & Rygel managing director
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To cut or not to cut: Are markets in for a ‘pleasant surprise’ from central banks?
Have inflationary pressures eased sufficiently for central banks to start cutting interest rates?
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Brooks Macdonald’s Cady: Inflation slowdown and AI boosts case for US equities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
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Sir John Redwood blames central bank failures for spiralling inflation
IEA paper calls on BoE to stop selling bonds and review its inflation forecasting model